Recent content by BerkshireA

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    Seeking 2 tickets to the Tulsa/OU Game

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    Infinite Banking

    I am a fiduciary. The fee I charge is less than 1%, and it includes more than selling an insurance policy. It includes everything a true financial advisor should do: investment management and advisory, insurance planning, estate planning, tax planning, etc. My incentives are aligned with my...
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    Infinite Banking

    They didn’t lose because they didn’t sell. They’ve already made up any market declines from 2022 plus more :) Also, average market returns are 4.5%? Not sure what benchmark you’re looking at. The S&P 500 has averaged about 9% per year for the last 50 years. It’s honestly sad that clients...
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    Infinite Banking

    Will you please address my questions? Once you do, I’ll address the article you provided, which was authored by an independent writer at a tax and audit corporation.
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    Infinite Banking

    Saying something is not an investment but in the same sentence saying it is an asset is everything that’s wrong with “financial advisors” who are truly insurance salesmen. My questions to you: - are you a fiduciary? - have you run the analysis to see the difference between your whole life...
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    OT: Homeless in Norman

    Other states/cities are encouraging the homeless to bus over to Tulsa due to the resources here for them. Being in the Bible Belt plays into the hands of providing more resources for them here than elsewhere. It’s a sad deal though. I serve at our local homeless shelter and the executive...
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